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IFA Administrator

Job LocationEdinburgh
EducationNot Mentioned
Salary18,000 - 23,000 per annum
IndustryNot Mentioned
Functional AreaNot Mentioned
Job TypePermanent , full-time

Job Description

IFA Administrator - EdinburghUp to £23,000 - plus benefits and bonusIFA Administrator required by a growing wealth management firm based in Edinburgh. Due to continued growth, they now require an experienced Administrator to provide support to the financial planners.You will work across the full range of wealth management products and be responsible for managing the Letter of Authority process, valuations, chasing providers for outstanding documentation, processing new business, liaising with clients, booking client review meetings, preparation for client meetings, compliance, and data base management.To be considered for this opportunity, candidates need to have -

  • Previous experience working in financial services
  • Professional communication manner, both written and verbally
  • Professional qualifications would be an advantage
This is an excellent opportunity for someone working in a provider environment that has the goal of becoming an IFA Administrator or someone who is already working as an Administrator and is ready to take the next steps towards ParaplanningTo find out more about this opportunity please contact Paula ThornburyThornbury Recruitment is a recruitment agency that specialises in the wealth management sector. Thornbury Recruitment operates as an Employment Agency in providing permanent job seeking services.

Keyskills :
Administration DutiesProtectionpensionsinvestments

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